Harrison & CO Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Harrison & CO Wealth Management, LLC
- $103 Million
- Q4 2022
A detailed history of Harrison & CO Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 18,807 shares of XLRE stock, worth $802,306. This represents 0.68% of its overall portfolio holdings.
Number of Shares
18,807
Previous 21,837
13.88%
Holding current value
$802,306
Previous $786,000
11.7%
% of portfolio
0.68%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
766Shares Held
126MCall Options Held
435KPut Options Held
2.32M-
Creative Planning Overland Park, KS29.1MShares$1.24 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$815 Million0.07% of portfolio
-
Morgan Stanley New York, NY5.78MShares$247 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$134 Million0.06% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA2.95MShares$126 Million3.89% of portfolio